| 证券代码：300553 | 证券简称：集智股份 | 公告编号：2025-056 | | --- | --- | --- | | 债券代码：123245 | 债券简称：集智转债 | | 杭州集智机电股份有限公司 关于获得政府补助的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 1、本次补助的证明材料及收款凭证。 特此公告。 杭州集智机电股份有限公司董事会 2025 年 9 月 26 日 上述政府补助系与收益相关的政府补助，与日常的生产经营活动相关，但不 具有可持续性。 二、补助的类型及其对上市公司的影响 公司根据《企业会计准则第16号——政府补助》的有关规定，确认上述款项 属于与收益相关的政府补助，将上述政府补助计入其他收益科目2,727,850.00 元。上述政府补助未经审计，具体的会计处理以及对公司2025年度损益的影响须 以会计师事务所年度审计确认后的结果为准。 三、风险提示 上述数据未经审计，具体的会计处理及对公司相关财务数据的影响将以会计 师事务所年度审计确认后的结果为准，敬请广大投资者注意投资风险。 四、备查文件 一、获取补助的基本情况 杭州集智 ...

Group 1 - The core point of the news is that Jizhi Co., Ltd. experienced a stock price increase of 5.11%, reaching 40.73 CNY per share, with a total market capitalization of 4.522 billion CNY [1] - Jizhi Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on June 2, 2004. It was listed on October 21, 2016. The company specializes in the research, design, production, and sales of fully automatic balancing machines, testing machines, and automation equipment [1] - The revenue composition of Jizhi Co., Ltd. includes 65.02% from balancing machines and accessories, 23.79% from automation equipment and accessories, and 11.20% from software information systems [1] Group 2 - Yongying Fund has one fund that heavily invests in Jizhi Co., Ltd. The Yongying Qiyuan Mixed Initiation A (016560) held 17,700 shares in the second quarter, accounting for 2.89% of the fund's net value, making it the ninth largest holding [2] - The Yongying Qiyuan Mixed Initiation A (016560) was established on August 28, 2023, with a latest scale of 11.4215 million CNY. It has achieved a year-to-date return of 9.27% and a one-year return of 26.57% [2] - The fund manager of Yongying Qiyuan Mixed Initiation A is Shen Pinghong, who has been in the position for 259 days. The total asset size of the fund is 428 million CNY, with the best return during the tenure being 34.32% and the worst being 7.11% [3]

Core Insights - The company has successfully established partnerships with robot component manufacturers for its developed products, including hollow cup motor rotor balancing machines and laser radar testing machines [1] Group 1 - The company has developed several key products, such as hollow cup motor rotor balancing machines, reducer rotor balancing machines, planetary roller screw balancing machines, and laser radar testing machines [1] - The company has secured its first production line for hollow cup motor rotors [1]

Group 1 - The core point of the news is that Jizhi Co., Ltd. experienced a stock price increase of 5.04%, reaching 41.09 CNY per share, with a trading volume of 142 million CNY and a turnover rate of 4.14%, resulting in a total market capitalization of 4.562 billion CNY [1] - Jizhi Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on June 2, 2004. The company was listed on October 21, 2016, and its main business involves the research, design, production, and sales of fully automatic balancing machines, testing machines, and automation equipment [1] - The revenue composition of Jizhi Co., Ltd. includes 65.02% from balancing machines and accessories, 23.79% from automation equipment and accessories, and 11.20% from software information systems [1] Group 2 - Yongying Fund has one fund that heavily invests in Jizhi Co., Ltd. The Yongying Qiyuan Mixed Initiation A (016560) held 17,700 shares in the second quarter, accounting for 2.89% of the fund's net value, making it the ninth largest holding [2] - The Yongying Qiyuan Mixed Initiation A (016560) was established on August 28, 2023, with a latest scale of 11.4215 million CNY. The fund has achieved a return of 8.43% this year, ranking 6061 out of 8174 in its category, and a return of 30.55% over the past year, ranking 5181 out of 7982 [2]

Group 1 - The general equipment sector increased by 0.37% on September 10, with KaiChuang Electric leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] - Notable stock performances included KaiChuang Electric with a closing price of 65.25, up 13.30%, and Liou Co. with a closing price of 5.96, up 9.96% [1] Group 2 - The general equipment sector saw a net inflow of 1.414 billion yuan from main funds, while retail investors experienced a net outflow of 580 million yuan [2] - The stock with the highest main fund inflow was Liou Co. with 164 million yuan, while the highest retail outflow was also from Liou Co. at 98.5 million yuan [3] - Other significant net inflows included 32.3 million yuan for Dongfang Zhizao and 85.4 million yuan for Chuanrun Co. [3]

Group 1 - The Shanghai Composite Index is at 3819.32 points, above the six-month moving average, with a change of 0.32% [1] - The total trading volume of A-shares today is 1641.14 billion yuan [1] - A total of 65 A-shares have surpassed the six-month moving average, with notable stocks including Luopusjin, Jizhi Co., and Xinjun Network, showing divergence rates of 8.52%, 6.89%, and 6.36% respectively [1] Group 2 - The top three stocks with the highest divergence rates are as follows: - Luopusjin (002333) with a price increase of 9.94% and a divergence rate of 8.52% [1] - Jizhi Co. (300553) with a price increase of 7.03% and a divergence rate of 6.89% [1] - Xinjun Network (605398) with a price increase of 10.00% and a divergence rate of 6.36% [1] Group 3 - Other stocks that have just crossed the six-month moving average include Lixinwei, Ningbo Construction, and Yunding Technology, with smaller divergence rates [1]

Group 1 - The core viewpoint of the news is that Jizhi Co., Ltd. has seen a significant stock price increase of 6.95%, reaching 40.62 CNY per share, with a total market capitalization of 4.509 billion CNY [1] - Jizhi Co., Ltd. is based in Hangzhou, Zhejiang Province, and was established on June 2, 2004. The company went public on October 21, 2016, and specializes in the research, design, production, and sales of fully automatic balancing machines, testing machines, and automation equipment [1] - The revenue composition of Jizhi Co., Ltd. includes 65.02% from balancing machines and accessories, 23.79% from automation equipment and accessories, and 11.20% from software information systems [1] Group 2 - Yongying Fund has a significant holding in Jizhi Co., Ltd., with its fund "Yongying Qiyuan Mixed Initiation A" (016560) holding 17,700 shares, representing 2.89% of the fund's net value, making it the ninth largest holding [2] - The fund "Yongying Qiyuan Mixed Initiation A" was established on August 28, 2023, with a latest scale of 11.4215 million CNY. It has achieved a year-to-date return of 7.29% and a one-year return of 26.87% [2] - The fund manager, Shen Pinghong, has been in position for 244 days, with the fund's total asset size at 428 million CNY. The best return during his tenure has been 30.14%, while the worst return has been 6.32% [3]

Core Viewpoint - The company's performance in H1 2025 was significantly boosted by its automation equipment and software information systems business, achieving a revenue of 161 million yuan and a net profit of 23 million yuan, representing year-on-year increases of 51.66% and 199.23% respectively [2]. Financial Performance - In H1 2025, the company reported a revenue of 161 million yuan, with a year-on-year growth of 51.66%, and a net profit attributable to shareholders of 23 million yuan, with a year-on-year increase of 199.23%. The net profit after deducting non-recurring items was 16 million yuan, reflecting a year-on-year growth of 109.86% [1][2]. - By product segment, the company generated approximately 104 million yuan from balancing machines and accessories, with a year-on-year growth of 9.44% and a gross margin of 43.7%. The revenue from automation equipment and accessories was 38.2 million yuan, showing a year-on-year increase of 370.20% with a gross margin of 37.92%. Software information systems contributed 17.98 million yuan, with a year-on-year growth of 661.77% and a gross margin of 26.36% [2]. Profitability and Cost Management - The company's gross margin and net margin for H1 2025 were 40.38% and 15.56%, respectively, with changes of -1.97 percentage points and +14.10 percentage points. The overall expense ratio significantly decreased, indicating effective cost control [2]. - The sales, management, financial, and R&D expense ratios were 9.86%, 9.74%, -1.77%, and 11.38%, respectively, with changes of -4.51, -5.06, +1.94, and -5.46 percentage points [2]. Growth Prospects - The company is expected to benefit from the ongoing development of robotics and its listening technology business, entering a phase of significant growth. As a leading domestic balancing machine manufacturer, the company is well-positioned to capitalize on the rapid growth of the robotics industry [3]. - The company has secured its first hollow cup motor rotor production line and is actively developing balancing equipment, straightening equipment, and micro-motor automation production lines to meet emerging industry demands. Additionally, its intelligent listening technology has entered the industrialization phase, having won a bid for a specific model's underwater signal processing system [3]. Investment Outlook - As a leading domestic balancing machine manufacturer, the company is expected to continue benefiting from the humanoid robot market and deep-sea sector development. Projected net profits for 2025-2027 are 48 million, 90 million, and 148 million yuan, respectively, with corresponding EPS of 0.43, 0.81, and 1.33 yuan, and PE ratios of 98.03, 51.96, and 31.63 times [4].

Group 1 - The core viewpoint of the news is that Jizhi Co., Ltd. experienced a decline in stock price, with a drop of 5.03% to 39.61 yuan per share, and a total market capitalization of 4.397 billion yuan [1] - Jizhi Co., Ltd. was established on June 2, 2004, and went public on October 21, 2016. The company specializes in the research, design, production, and sales of fully automatic balancing machines, testing machines, and automation equipment [1] - The main revenue composition of Jizhi Co., Ltd. includes fully automatic balancing machines at 61.85%, automation equipment at 14.73%, testing machines at 8.76%, other supplementary services at 8.49%, and information systems and services at 6.16% [1] Group 2 - Yongying Fund has one fund heavily invested in Jizhi Co., Ltd., specifically the Yongying Qiyuan Mixed Initiation A (016560), which held 17,700 shares as of the second quarter, accounting for 2.89% of the fund's net value [2] - The Yongying Qiyuan Mixed Initiation A fund was established on August 28, 2023, with a latest scale of 11.4215 million yuan. It has achieved a year-to-date return of 17.89% and a one-year return of 35.61% [2] - The fund manager of Yongying Qiyuan Mixed Initiation A is Shen Pinghong, who has been in the position for 236 days, with the fund's total asset scale at 428 million yuan [3]

| 证券代码：300553 | 证券简称：集智股份 | 公告编号：2025-055 | | --- | --- | --- | | 债券代码：123245 | 债券简称：集智转债 | | 杭州集智机电股份有限公司 关于对控股子公司提供财务资助的公告 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误 导性陈述或重大遗漏。 一、本次财务资助事项概述 为加快推进杭州谛听智能科技有限公司（以下简称"谛听智能"或"子公司"） 智能感知系统业务产业化的进程，保障子公司业务发展的资金需求，2023年8月 30日，公司同意在不影响公司正常生产经营的情况下，使用自有资金向子公司提 供合计不超过3,000万元额度的财务资助（可在额度内循环使用，随借随还）， 借款期限自公告之日起不超过两年，借款年化利率为中国人民银行同期贷款基准 利率（以下简称"基准利率"）。具体内容详见公司2023年8月30日刊登于巨潮 资讯网的相关公告。 公司上述财务资助期限届满，为满足谛听智能日常运营支出和业务发展资金 需求，加快推进子公司智能感知系统业务产业化的进程，同意在不影响正常生产 经营的情况下，继续为谛听智能提供财务资助，财务资 ...